Associate Private Banker
BMO Private Wealth
979 Bank St
I will provide customized solutions tailored for your unique banking and borrowing needs.
As your dedicated Private Banker, I will become familiar with your situation, and am available to answer your questions, and respond to your requests.
From meeting your day-to-day financial obligations, integrating your banking needs with your other financial services, estate planning, tax and business succession advice, I work with a team of professionals to focus on all of your banking needs.
Together with a team of experienced BMO lending specialists, I work with you to create a customized borrowing strategy that aligns with your specific needs, helping you choose the right solutions that allow you to access the funds you need, to reach your immediate and long-term goals.
I can also help you to secure financing through Personal and Professional holding companies, leverage life insurance, monetize investment holdings to free up cash, and fulfill other complex personal borrowing requirements.